| Date | Location | Topic |
December 19, 2022
4pm to 7pm CT | Nashville - E | Spaces in Burton Hills
10 Burton Hills, Suite 400 | MSAIA Keynote Speaker and Holiday Mixer
Evolution of Music Rights and Economics in the Music Industry
Speaker: Bart Herbison, Executive Director of the
Nashville Songwriters Association International (NSAI)
Moderator: Brad Peterson, SVP Music & Entertainment, Regions Bk
|
October 27, 2022
4pm to 7pm CT | Nashville - Maggiano's Restaurant | Global Macro/ Systematic Trading Panel Discussion
Making Sense of The Dislocation Clues in Markets With Global Macro Insights and Systematic Trading Signals
Moderator: Greg Dyra, MSAIA
Panel speakers:
Tom Holliday, Founder of HIP Investments, Nashville
Emily Evans, Managing Director of Hedgeye Risk Management
Mark Aune, Principal of Aune Capital Management LLC,
Tom Landstreet, CEO Founder of N3L Capital Partners, Nashville
|
September 27, 2022
4pm to 7pm CT | Nashville - Maggiano's Restaurant | MSAIA Artist First Series - Music Rights Explainer Session
Bring
your next generation teenager to hear a live performance of a couple of
songs by a 13 year old artist/ singer / songwriter.
The
MSAIA is
partnering with music
publishing rights organizations to understand the music royalty
business and to explore the 2018 Music Modernization Act ("MMA") which may be the best songwriter-friendly legislation ever passed.
After all, It All Begins With a Song!
|
July 20, 2022
July 21, 2022 | Nashville 4pm - E | Spaces, Burton Hills
10 Burton Hills, St. 400
Lexington 4pm - DoubleTree/ Hilton
2601 Richmond Road | Private Digital Health Company Perspective
The
Able Channel: "Netflix-meets-Healthcare" Potential To Transform
Healthcare and Improve Clinical and Business Outcomes Through a Direct
to Patient (DTP) Healthcare Streaming Service.
Speaker: Brian McCourt, Founder & CEO, The Able Channel- Improving patient engagement can drive better data, improved outcomes, higher utilization and new revenues.
- Discrete, private channels delivered direct-to-patient DTP.
- Content also delivered direct-to-consumer DTC.
- New healthcare channel is disruptive, differentiated and scalable for 133 million chronically ill and disabled Americans.
- Easy to implement cloud-based solution is currently in the field with major, trusted healthcare providers.
- Transitioning from non-revenue pilot test engagements to contractual revenue in 2022.
- Building strategic
relationships with companies delivering smart hospital rooms, telehealth and remote
patient monitoring.
Preview The Able Channel here
Becker's Hospital Review recently claimed, "Sharing
authentic patient stories and becoming a digital-first marketing
organization are some of the strategies Cleveland Clinic employed to
become the No. 1 healthcare brand."
Greg Dyra is a co-founding board member of The Able Channel.
|
June 21, 2022
4pm to 7pm CT | Nashville - Maggiano's Restaurant
Brunello Room | Nashville Summer 2022 Mixer
Celebrating
new members who have recently relocated to Nashville! Bring a new
friend to expand the alternative investment community.
|
April 28, 2022
4pm to 7pm CT | Nashville - Maggiano's Restaurant | Fireside Chat: Imagining the Intersection of Artificial Intelligence and Life Sciences in 2030
- Sean McClain, Founder & CEO, Absci Inc. (Vancouver, WA)
- Josh
Trantum, CIO, Curex Capital Advisors (Nashville, TN) and Co-Founder of The
Tennessee Biotechnology Investment & Policy Roundtable.
Read why
the life sciences sector is a good sector for the State of Tennessee -
https://tnecd.com/wp-content/uploads/2020/02/TN-Life-Sciences-Study_RTI-FINAL_Jan2020_2.pdf
Please
listen to Absci’s latest break throughs disclosed last month:
|
February 16, 2022
10:00 -10:30am CT 11:00 - 11:30am ET | Virtual - register for free at...
https://mfamembers.managedfunds.org/MFAPP-Year-in-Preview | MFA Partnership Program: 2022 Policy and Regulatory Preview
Presenters:
- Jillien Flores,
MFA Executive Vice President & Head of U.S. Government Affairs
- Jennifer Han, MFA Executive
Vice President, Chief Counsel & Head of Regulatory Affairs
Preview of the legislative and
regulatory developments to expect in 2022 impacting the
alternative investment and private capital industry, including:
- SEC
private funds and disclosure regulations.
- Federal
and state tax developments (including the budget reconciliation package).
- Updates
on states’ pass-through entity tax changes and SALT workarounds.
- Midterms.
The
MFA team will also provide an overview of MFA's engagement
strategy on behalf of members. This is event is off the record, closed
to press, and only open to members of MFA Partnership Program partners.
|
January 19, 2022
4pm to 7pm CT | Nashville - Maggiano's Restaurant | Returned to the first MSAIA in-person meeting in two years!
Rock The Street, Wall Street ("RTSWS") founder, Maura Cunningham, described the nonprofit's growth trajectory since its founding in 2013 in Nashville. RTSWS has grown to 51 high schools in 26 cities in the US and Canada.
RTSWS is a financial and investment literacy program designed to spark the interest of a diverse population of high school girls into careers in finance.
More information at https://rockthestreetwallstreet.com/home/ .
|
November 18, 2019
4pm to 7pm CT | Nashville - Maggiano's Restaurant | "Bringing More Than Financial Capital To Middle Market, Family Owned and Led Businesses: Paths To Sustainable Growth"
Special guest will be, Austin, TX-based Tom Meredith whose 35 year career includes extensive experience in corporate finance, manufacturing, finance operations, and global financial markets. Tom held various senior positions at Dell from 1992 to 2001 as annual revenues scaled from $2 billion to $25 billion. He served as CFO, SVP of Business Development and Strategy, and Managing Director of Dell Ventures. After Dell from 2003 to 2018, Tom was Chairman of Meritage Capital, an investment firm specializing in multi-manager hedge fund portfolios. Prior to joining Dell, he was VP and Treasurer for Sun Microsystems and Co-Founder and GM of Amdahl Capital Corporation.
See full biography at https://brightstarcapitalpartners.com/our-team/ .
|
October 3, 2019
4pm to 7pm CT | Nashville - Maggiano's Restaurant | "The Real Estate Spectrum: Core, Value Added and Opportunistic"
Moderator: Briana Succop, Vice President of Client Servicing and Marketing, Harrison Street
Panel speakers:
JP Rachmaninoff, Tennessee Consolidated Retirement System, Director of Real Estate
Carissa Dunaway, Oak Ridge National Laboratory (ORNL), Division Director, Pension & Savings.
Hunter Craig, Highland Associates, Managing Director.
|
April 3, 2019
4pm to 7pm CT | Nashville - Maggiano's Restaurant | "Credit Market Specialists Outlook for 2019" (video replay)
Moderator: Jacob Walthour, Co-Founder, CEO of Blueprint Capital Advisors
Panel speakers:
Fadi Bousamra, CIO and Assistant Treasurer for the Metropolitan Government of Nashville and Davidson County
Ross Van der Linden, Managing Director of Golub Capital
Richard Fitzgerald, Co-Founder and Managing Director of Capital Spring
Greg Hagood, Co-Founder and Managing Principal, Nephila Advisors
|
February 19, 2019
4pm to 7pm | Nashville - Maggiano's Restaurant | “How Investors Are Positioning Portfolio Exposures for 2019”
Moderator: Meredith A. Jones, Nashville-based researcher, writer, speaker and expert in the alternative investment industry.
Panel speakers:
Beth Johnson, CFA, CAIA, Partner/ Sr. Inv. Consultant, Mercer Investments
David Pruitt, Co-founder, Ashdon Investment Management
Alan C. Fuller, Founder, President and CEO, Alliance Real Estate
|
September 5, 2018
4pm to 7pm | Nashville - Maggiano's Restaurant | "Health Care Services Private Equity Investment Perspectives"
Moderator: Carol Womack, Principal, Diversified Trust
Panel speakers:
Angela Humphreys, Member and Chair of the Healthcare Practice Group,
Bass, Berry & Sims
Arthur I. Henderson, Senior Portfolio Manager, Tennessee Consolidated Retirement System
David Fitzgerald, Partner, Petra Capital Partners
Eric Keen, Partner, Council Capital
|
January 11, 2018
4pm to 7pm | Nashville - Maggiano's Restaurant | "Gender and Investing: How Increasing Diversity in Investment Management Could Boost Wall Street and Main Street."
Moderator: Meredith A. Jones, Nashville-based researcher, writer, speaker and expert in the alternative investment industry.
Panel speakers:
Beth Johnson, CFA, CAIA, Partner/ Sr. Inv. Consultant, Mercer Investments
Angela Helbig, CFA, CMT, Founding Principal of HMS Investment Advisors
Lisa Calhoun, Founding Partner of Valor Ventures
|
November 16, 2017
4pm to 7pm | Nashville - Maggiano's Restaurant | "Allocators' Perspectives on the Role of Alternative Investments."
Moderators: Ed Robertiello, CIO, Blueprint Capital Advisors LLC
Speakers:
Gene Krinn, Principal, SeaSpire Advisors/ Senior Advisor, Capital Cities
Greg Dyra, Managing Member, Obair Capital
|
September 20,2017
4pm to 7pm
| Nashville - Maggiano's Restaurant | Nashville Fall 2017 Mixer - two hours of networking.
|
February 18, 2016
4pm to 7pm | Nashville - University Club
Hermitage Room
2402 Garland Avenue | "Hedge Fund Portfolio Perspectives: Short Selling Revisited" (Video Replay)
Moderator: Meredith A. Jones, Nashville-based researcher, writer, speaker and expert in the alternative investment industry
Panel speakers:
Michelle U. Gass, Principal, Paradigm Advisors, an RIA in Dallas, TX
Thomas Landstreet, Research Dir., Tell-tale Capital Corp./ Forbes contributor
|
September 23,2015
4pm to 7pm | Nashville - University Club
Hermitage Room
2402 Garland Avenue | "Allocators' Perspectives on Emerging Managers: Seeding Options and What It Takes To Go From Start-up To Success." (Video Replay)
Moderator: Christine Breck, Texas Wall Street Women, and Managing Partner, Longstone Capital Advisors
Panel speakers:
Shawn Goodman, Managing Director of Investments, Vanderbilt University
Shakil
Riaz, Managing Director, Head of US Alternative, Portfolio Management
& Global CIO for Rothschild Asset Management Inc.
Blanding
Beatty, VP, Century Investment Partners, and formerly Director - Real
Assets at Arlington Family Offices (Birmingham, AL)
|
February 13, 2015
Noon to 1:30pm | Nashville Entrepreneur Center
41 Peabody Street | Nashville + TN FinTech Accelerator luncheon
Moderator: Milt Capps, Editor & Publisher, VentureNashville.com
Panel speakers:
Joe Maxwell, Ipreo - Shareholder Insite
Rob Metcalf, Digital Reasoning Systems
John Philpott, Interactive Advisory Software
David Trainer, New Constructs
Hal Gentry, managing director, SixThirty FinTech Accelerator in St. Louis.
Produced as a public service by Venture Nashville Connections (VNC)
|
April 23, 2014
4pm to 7pm | Nashville - University Club
Wedgewood Room | "Health Care Services Private Equity Investment Perspectives"
(video replay)
Moderator: Carol Womack, Principal, Diversified Trust
Panel speakers:
Derrick Dagnan, Senior Portfolio Manager, Tennessee Consolidated Retirement System
Theresa Sexton, Managing Director, Claritas Capital LLC
Eric Keen, Partner, Council Capital
|
| November 29, 2013 | Nashville - Belcourt Theatre
Film's Director, Jim Bruce, hosted meet-and-greet at the Sunset Grill | Screening of documentary, "Money For Nothing: Inside the Federal Reserve"
Narrated by the award-winning actor Liev Schreiber, Money For Nothing featured interviews with Janet Yellen, Paul Volcker, Jeremy Grantham and many of the world's best financial minds.
|
October 29, 2013
4pm to 7pm | Nashville - University Club
Wedgewood Room | "Hedge Fund Portfolio Perspectives: Short Selling Challenges in 2013"
(video replay: part 1, part 2)
Panel speakers:
Brad Weeks, Portfolio Manager, Courage Capital Management, LLC
Michael L. DeJarnette, President, ConvergEx Prime Services
Michael Long, Founder, Short Alert Research
Thomas Fairfax Landstreet, Founding Investor and Research Director, TELL-TALE Investment Advisors
|
April 9, 2013
4pm to 7pm
| Nashville - Maggiano's Restaurant | "Marketing: What it Really Takes to Raise Assets for Your Fund",
Speaker: Bryan Johnson (website) (video replay)
|
| June 1, 2013 | Nashville - JED'S Sports Bar & Grille | CFA Exam After-Party in partnership with The CFA Society of Nashville (CFASN)
|
| May 7, 2013 | Nashville - Maggiano's Restaurant | "Health Care Services Private Equity Investment Perspectives"
Panel speakers:
Carol Womack, Principal, Diversified Trust
Mike Mauldin, CEO & CFO, SpecialtyCare
Grant Jackson, Managing General Partner, Council Capital
Duncan Dashiff, Co-founder, Epiphany Health Ventures
|
| March 12, 2013 | Nashville - Frist Center | "Fear and Opportunity in Today's Credit Markets"
In support of The Owen Graduate School of Management and The CFA Society of Nashville (CFASN)
Panel speakers:
Howard W. Lutnick, Chairman & CEO, Cantor Fitzgerald
Roger W. Ferguson, Jr., President & CEO, TIAA-CREFF
Robert Whaley, Professor, Vanderbilt University
Michael Brakebill, CIO, Tennessee Consolidated Retirement Systems
|
| November 9, 2012 | Nashville - Hutton Hotel | "Hedge Fund Portfolio Manager Perspectives: Managing Net Exposure"
Moderator: David Fox, Titan Advisors
Panel speakers:
Timothy Kelly, Portfolio Manager, Avondale Conquest I
Scot Phillips, Portfolio Manager, Maximum Pessimism Fund, Templeton and Phillips Capital Management, LLC
Joe Altman, Co-founder and Principal, COMPOUND Capital Management
Thomas Landstreet, Founding Investor, TELL-TALE Investment Advisors
|
| October 10, 2012 | Memphis - The Crescent Club | "The US Presidential Cycle and the Economy"
Presenter: Arthur B. Laffer, Jr., President, Laffer Associates
|
| August 16, 2012 | Nashville - Flemings Steakhouse | "Entrepreneurship, Innovation, and Angel Investing in Middle Tennessee"
In partnership with The CFA Society of Nashville (CFASN)
Panel speakers:
Michael Burcham, President and CEO, Nashville Entrepreneur Center
David Furse, Owen Graduate School of Management, Vanderbilt University
Chase Perry, Nashville Capital Network
|
| June 2, 2012 | Nashville - Jackalope Brewing Company | CFA Exam After-Party - Rest, Relaxation and Reconnection. In partnership with The CFA Society of Nashville (CFASN).
|
| May 17, 2012 | Memphis - The Crescent Club | "Managed Futures: Too Risky or Reliable Portfolio Diversifier?"
Moderator: Joe Wade, Centennial Partners, LLC, an RIA, CTA and CPO.
Panel speakers:
Dow McVean, McVean Trading, manages over $1 billion in the futures markets Alan Konn, Uhlmann Price Securities (Chicago), the exclusive selling group manager for the Rogers International Commodity Index® (RICI) fund
G. Maxwell Eagye, Altegris, actively manages mutual funds and futures managed accounts
|
| April 18, 2012 | Nashville - Owen Graduate School of Management at Vanderbilt University,
Averbuch Classroom, 1st Floor
401 21st Avenue South | MSAIA @ Owen - "Equity
Market Volatility Trading”
In partnership with Owen Graduate School of Management and Owen's Financial Markets Research Center
Presenter: Professor Robert E. Whaley, Owen School of
Management
Remember to recruit at Owen - go to http://owen.vanderbilt.edu and http://recruitatowen.com
|
| February 29, 2012 | Nashville - Maggiano's Restaurant | "US Banking: Evidence of Healing and Hurting"
Panel speakers:
Jeff Davis, CFA, Managing Director of Guggenheim Partners See Jeff's Jan 18, 2012 regional banking comments at www.bloomberg.com/video/84482718/
Jonathan Holtaway, CIO of 1st Portfolio Holding Corporation and President of Ategra Capital Management, LLC
John Spence, Advisor to corporate GP of Spence Limited and B$ Financial and writer/ publisher of The Vulture’s Roost
James Wingett, Managing Director of Wolf River Capital Management, LLC
|
| November 21, 2011 | Nashville - Maggiano's Restaurant | Allocator discussion: "Five Reasons We (Usually) Miss Fraud Signals"
Presenter: Cynthia Harrington, CFA, CFE, Cynthia Harrington & Associates, LLC
COO, CFO and CCO discussion topics
Moderator: Karl Jordan, Decosimo
Panel speakers:
"Implementing Dodd Frank Requirements" by Marshall Harvey, Decosimo
"Accounting Standard Updates Affecting Investment Companies" by Renee Ford, Decosimo
"What you need to be looking out for in the next year" by Lynn Rodgers, Decosimo
|
| November 10, 2011 | Memphis - The Crescent Club | Allocator discussion, "Investing with Developed Market Headwinds of Deficits, Debts and Demographics"
Moderator: Greg Dyra, Obair Capital, LLC
Panel speakers:
Andrew Seamons, PittCo Capital Partners
Jeff Lewis, FedEx Corporation Retirement Investments
COO, CFO and CCO discussion, "Meeting the Challenges of Dodd Frank for 2012 and Beyond"
Moderator: Vincent Sarullo, Apex Fund Services (US) Inc.
Panel speakers:
Bob Cornish, Jr., Dilworth Paxson LLP
Steve Menna, CPA, Rothstein Kass
|
| September 12, 2011 | Nashville - Maggiano's Restaurant | "Emerging Managers: Good Buy or Good Bye? An examination of fund size and fund age on performance and risk characteristics”
Presenter: Meredith Jones of Barclays Capital Inc.
|
| June 7, 2011 | Nashville - Maggiano's Restaurant | "Inflection Points and the Role of Alternative Investments”
Presenter: John Augustine of Fifth Third Private Bank
|
| April 18, 2011 | Owen Graduate School of Management at Vanderbilt University,
Averbuch Classroom, 1st Floor
401 21st Avenue South | MSAIA @ Owen Stock Ideas Event
Six stock ideas including Q&A presented in sixty minutes, using a variety of approaches including growth, value, growth & value and event oriented
Presenters:
Ryan Sterling and Mykas Degesys, two of a seven member Owen team managing the TVA Investment Challenge Fund
Jason Beaird, Jetstream Capital
Scott Hodgson, MidSouth Investment Fund
Chris Black, Rinehart Capital
Joe Altman, Compound Capital
Tom Landstreet, TELL-TALE Investments
|
| February 8, 2011 | Nashville - Maggiano's Restaurant | "The 2011-12 Political Cycle’s Potential Impact on the Economy”
Presenter: Arthur B. Laffer, Jr., President, Laffer Investments
|
| November 16, 2010 | Nashville - Maggiano's Restaurant | "Complementary Strategies to Equity, Fixed Income and Real Estate Exposures”
Presenter: Ghislaine Austin, Senior Director of Investments for the Southeast, Wells Fargo Private Bank
|
| September 15, 2010 | Nashville - Maggiano's Restaurant | "Buying at the Point of Maximum Pessimism”
Presenter: Author, D. Scott Phillips, Jr., Lauren Templeton Funds
|
| June 29, 2010 | Nashville - Maggiano's Restaurant | "What Are Investors Looking For? Managers Must Act Institutional To Attract Capital”
Presenter: Jeffrey Kollin, Director of Advisory Services, Rothstein Kass
|
| April 26, 2010 | Nashville - Maggiano's Restaurant | "New Surprise Audit Requirements for RIA’s”
Presenter: Decosimo CPA's
|
| February 8, 2010 | Nashville - Maggiano's Restaurant | "Capital Markets Outlook for 2010”
Presenter: Ed Clissold, a Nashville native and Senior Global Analyst at Ned Davis Research
|
| November 16, 2009 | Nashville - Maggiano's Restaurant | "Anticipated Challenges for 2010 and Beyond: An Informal Field Survey of Managers”
Presenter: Dan Smith of Partnership Financial Consulting, LLC
|
| September 21, 2009 | Nashville - Maggiano's Restaurant | "Importance of Correctly Sizing Positions - Five Mistakes Money Managers Make and How to Use Risk Adjusted Return to Fix Them"
Presenter: Cameron Hight, President of Alpha TheoryTM Group
Free webcast at http://www.alphatheory.com/demo
|
| June 8, 2009 | Nashville - Maggiano's Restaurant | MFA Sound Practices, regulatory and international update and “Jack Gaine’s 8 Things You Need to Know in 2009”
Presenter: Jack Gaine, President Emeritus & Special Counsel, International Affairs, Managed Funds Association
|
| April 2, 2009 | Nashville - Maggiano's Restaurant | Nashville Spring 2009 Mixer sponsored by Nottingham Investment Administration, Malik Law Group and NorthPoint Trading Partners, L.L.C.
"SEC's Current Areas of Focus"
Presenter: Bilal Malik of Malik Law Group
|
| November 17, 2008 | Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
211 Commerce St., Suite 1000
| Nashville Fall 2008 Mixer
"Fiduciary Duty in a Bear Market"
Presenter: Tonya Grindon, Attorney at Baker, Donelson
|
| September 8, 2008 | Nashville - Maggiano's Restaurant
| Nashville Summer 2008 Mixer sponsored by Joseph Decosimo and Company |
| June 2, 2008 | Nashville - Maggiano's Restaurant
| Nashville Spring 2008 Mixer sponsored by Wachovia Wealth Management
|
| March 3, 2008 | Tin Angel Restaurant
3201 West End Avenue
| The MidSouth Hedge Fund Association (MSHFA) inaugural event, sponsored by Greg Dyra, attracted more than just hedge fund professionals
|
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